Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
$43.5K - $49.4K
|
1.3K
$51.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.25KNew |
$41.8K - $47.5K
|
1.25K
$49.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.24K+ 1.43% |
$41.4K - $47K
|
87.8K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2KNew |
$40.2K - $45.6K
|
1.2K
$47.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.19K+ 0.52% |
$39.7K - $45.1K
|
230K
$9.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
987+ 12.74% |
$33K - $37.5K
|
8.74K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
917+ 12.77% |
$30.7K - $34.9K
|
8.1K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
900+ 2.57% |
$30.1K - $34.2K
|
35.9K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
770+ 1.17% |
$25.8K - $29.3K
|
66.8K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
700New |
$23.4K - $26.6K
|
700
$27.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
650+ 0.89% |
$21.7K - $24.7K
|
73.3K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
461+ 5.71% |
$15.4K - $17.5K
|
8.54K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.5K - $13.1K
|
345
$13.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
342+ 0.42% |
$11.4K - $13K
|
81.6K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
281+ 2.56% |
$9.4K - $10.7K
|
11.3K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275New |
$9.2K - $10.5K
|
275
$10.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
184+ 0.54% |
$6.16K - $6.99K
|
34.5K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
162New |
$5.42K - $6.16K
|
162
$6.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
133+ 1.07% |
$4.45K - $5.06K
|
12.5K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.25% |
$1.67K - $1.9K
|
4.06K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$33.5 - $38
|
39.3K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-41- 52.56% |
$1.37K - $1.56K
|
37
$1.46K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-52- 0.13% |
$1.74K - $1.98K
|
39K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-53Closed |
$1.77K - $2.01K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-55- 0.63% |
$1.84K - $2.09K
|
8.67K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 1.12% |
$2.84K - $3.23K
|
7.48K
$295K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-85- 0.29% |
$2.84K - $3.23K
|
28.8K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-116- 1.72% |
$3.88K - $4.41K
|
6.62K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 1.21% |
$4.02K - $4.56K
|
9.8K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 0.77% |
$4.52K - $5.13K
|
17.3K
$684K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-154- 12.54% |
$5.15K - $5.85K
|
1.07K
$42.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-211- 0.38% |
$7.06K - $8.02K
|
56K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-257- 3.58% |
$8.6K - $9.77K
|
6.92K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 16.69% |
$10K - $11.4K
|
1.5K
$59.2K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-322- 1.67% |
$10.8K - $12.2K
|
19K
$750K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-336- 2.91% |
$11.2K - $12.8K
|
11.2K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-346- 1.42% |
$11.6K - $13.2K
|
24K
$949K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-393- 3.12% |
$13.1K - $14.9K
|
12.2K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 4.86% |
$16.2K - $18.4K
|
9.5K
$375K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-500- 1.93% |
$16.7K - $19K
|
25.4K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 1.32% |
$16.7K - $19K
|
37.3K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-505- 3.44% |
$16.9K - $19.2K
|
14.2K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-510- 1.2% |
$17.1K - $19.4K
|
41.8K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-526- 2.08% |
$17.6K - $20K
|
24.8K
$978K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-560- 5.19% |
$18.7K - $21.3K
|
10.2K
$404K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-624- 1.27% |
$20.9K - $23.7K
|
48.5K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-711- 4.86% |
$23.8K - $27K
|
13.9K
$550K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-819- 1.16% |
$27.4K - $31.1K
|
69.6K
$2.75M
|